Judith Lohr Mohr

Judith Lohr Mohr [ChFEBC℠, CFP]

13850 Ballantyne Corporate Place Suite 500
Charlotte, NC 28277

Original Certification Date 12/17/14

Organization: Milestone Advice Group

Broker Dealer: Securities America

Phone: 704-887-4902 Extension:

Cell: 704-577-2198

Email: jmohr@milestoneadvicegroup.com

Website: www.milestoneadvicegroup.com

States Currently Licensed: NC, SC

CRD #: 1670744

Primary Insurance Companies: Independent insurance agent (not captive to any on insurance company)

Primary Investment Companies: Independent investment advisor (not captive to proprietary investment products)

Services: Comprehensive financial planning, retirement income distribution planning, investment management, annuities, life insurance and long term care insurance.

Additional Information: I have been helping people manage their investments since 1987. Owner of Milestone Advice Group.